Fors Financial Consulting provides wealth management, including investment management, portfolio trading, and rebalancing, tailored to each client's financial situation. They also offer financial consulting, addressing family goals, estate planning, tax strategies, charitable giving, and wealth transfer. Fors can work with other advisors to coordinate efforts toward the client's goals.
Assets Under Management$130M
Clients240
Advisors2
Avg. per Client$560K
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory Fee does not exceed 1.50%, with a minimum annual fee of $6,000 per household. Advisory Fees and the minimum annual fee may be lower or waived based on the individual client circumstances, familial relationships, complexity of relationship, existing client, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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